Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 metropolitan territories. What is your advice for the simplest way to set up regions and territories in Zoho so I can prospect efficiently?
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
For many of us, you’ve got some control over your inbox for the majority of your workweek but you sometimes resort to leaving messages in your inbox as a defacto to-do list. Kind of like how you leave your voicemails with their red dots, your text messages unread and leave things on the kitchen bench …
In this series, we’ll look at how a Notion consultant would plan out the first month of work with a client based on their Notion job requirements. Job Requirements Job Description We’re looking for someone who’s an expert in both Notion and Zapier (or Make). We have internal processes that we want to increase efficiency …
Further details of question: We need advice on the best way to document and adjust our existing Business Process workflow. We use Pipedrive for our CRM and our Pipedrive filters trigger Zapier integrations. Our data requires examination analysis and reports We need help to: understand the current implementation document the status quo identify the low …
Zoho help needed for mapping CRM territories
Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 metropolitan territories. What is your advice for the simplest way to set up regions and territories in Zoho so I can prospect efficiently?
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
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